ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 133 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 20.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q2 2023 | $5 | +150.0% | 130 | +225.0% | 0.00% | – |
| Q1 2023 | $2 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q4 2022 | $2 | -99.8% | 40 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | -50.0% | 40 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 40 | -36.5% | 0.00% | – |
| Q4 2021 | $2,000 | -93.3% | 63 | -92.5% | 0.00% | – |
| Q3 2018 | $30,000 | -3.2% | 841 | 0.0% | 0.00% | – |
| Q2 2018 | $31,000 | +10.7% | 841 | 0.0% | 0.00% | – |
| Q1 2018 | $28,000 | -6.7% | 841 | 0.0% | 0.00% | – |
| Q4 2017 | $30,000 | -31.8% | 841 | -35.4% | 0.00% | – |
| Q3 2017 | $44,000 | -64.8% | 1,301 | -67.2% | 0.00% | -100.0% |
| Q2 2017 | $125,000 | -8.1% | 3,968 | +0.2% | 0.00% | 0.0% |
| Q1 2017 | $136,000 | +100.0% | 3,962 | +108.4% | 0.00% | – |
| Q4 2016 | $68,000 | – | 1,901 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 183,574 | $5,392,000 | 3.50% |
| AVALON CAPITAL MANAGEMENT | 196,562 | $5,773,000 | 3.24% |
| Family Firm, Inc. | 299,627 | $9,765,000 | 2.57% |
| Zeit Capital LLC | 63,134 | $1,854,000 | 1.58% |
| Windward Private Wealth Management Inc. | 97,800 | $2,872,000 | 1.17% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 90,730 | $2,665,000 | 1.16% |
| SENTINEL PENSION ADVISORS INC | 51,514 | $1,513,000 | 0.52% |
| Kesler, Norman & Wride, LLC | 53,147 | $1,561,000 | 0.37% |
| TELEMUS CAPITAL, LLC | 148,159 | $4,351,000 | 0.37% |
| M Financial Asset Management, Inc. | 1,931 | $57,000 | 0.28% |